A Key Member of Our Team

Tim Gottfredson

Tim Gottfredson

Wealth Advisor
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Tim finished his Bachelor of Science in Business Management from University of Phoenix and went on to become a CFP® professional. Tim is also a Certified Divorce Financial Analyst® Professional and has helped many clients figure out how to navigate dividing their assets equitably through the divorce process. Tim started his finance career at Fidelity Investments in 2007 and joined Capita in 2021. His love of details, spreadsheets, and helping people made being a financial advisor a perfect fit. Tim and his family love Disneyland and going to the theater.
How I Can Help During Divorce
Terri received her PHD in Philosophy from the University of Utah. After working at Intermountain for nearly 30 years, she recently retired as the Director of Employee Wellness. Capita is excited to have her as our Wellness Consultant!

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All information provided through Education is for educational purposes only and does not constitute investment, legal or tax advice, an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party’s views. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Capita Financial Network. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice.
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© 2024  All advisory services offered through Capita Financial Network, a SEC registered investment advisor. Registration with the SEC does not imply certain training or skill. Results are not guaranteed.